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Since CSV uploads are currently unavailable, you can manually enter your investment sales using a summary of your transactions, separated by short-term and long-term holdings. This method is acceptable to the IRS, and you should keep the detailed transaction records with your tax files.Manual Entry Steps (TurboTax) Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. TurboTax Desktop: Search for investment sales and select the Jump to link, or navigate through Personal Tab > Continue > I'll choose what I work on > Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Answer Yes to the question Did you sell any of these investments in 2025? If you land on the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Capital Gains Holding Periods Long-term: A holding period of more than one year (one year plus one day). This receives long-term capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular tax rate). Short-term: A holding period of one year or less. This receives ordinary gain tax treatment (your regular tax rate). Mailing StatementsIf you are e-filing your tax return and are unable to attach a PDF with your summarized transactions, you must mail your statements along with Form 8453 to the IRS:   Internal Revenue Service Attn: Shipping and Receiving, 0254Receipt and Control Branch Austin, TX 73344-0254

Worksheets can be view when using TurboTax Desktop.  Switch to "Forms"  Scroll to the form, document or worksheet required.   The Online versions only offer the worksheets when you print your return.  Printing an Online copy does require the purchase fee to be paid prior.    HERE are the instructions for printing when using TurboTax Online.    @acardenasv24 

Have you tried these thing to bypass this specific error:   Strangely, this often affects the selection but not the scrolling. Click into the Month dropdown box. Do not try to click on 09–12 with your mouse cursor. Instead, use the physical scroll wheel on your mouse (or swipe with two fingers on a laptop trackpad) to scroll down to the correct month. Once the correct month is highlighted, press the Enter key on your keyboard rather than clicking it. The mouse click is often what triggers the the error in the field. Click into the Credit Card Number field. Use the Tab key on your keyboard to jump to the Expiration Month field. Immediately type the two digits (e.g., 11) without using your mouse at all. Tab again to move to the Year field. If you are using the online version, this is often caused by a "script error" in your browser's cached data. Open a New Incognito Window. Log back into TurboTax and go straight to the payment screen. Often, the "fresh" session in Incognito will allow the dropdown to function properly.

You can enter the information manually:   Open or continue your return. In the Federal section, select Wages & Income. Scroll to locate Retirement Plans and Social Security. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) In the screen that says Let's import your tax info, scroll down and select Change how I enter my form The next screen is How would you like to upload your 1099-R? select Type it in myself Continue the interview and type in the information from your form Where do I enter my 1099-R? @lcookee   

You may be able to resolve this experience by deleting the QBI worksheet for your business. Please follow these steps:   If you are using TurboTax Online: Login to TurboTax and click on Continue your return to get into the prep section. Click on Tax Tools in the left column. Click on Tools. In the list at the bottom, click on Delete a form.  Find "Qualified Business Income Component wkst [name of business]" Click Delete next to the form. Click Delete Selected Form to confirm deletion. Go back to your return and run Review again to be sure the message is gone. If you qualify for QBI, go back to your self-employment business and answer the QBI questions again then run Review. Otherwise, skip this step. You should now be able to e-file. If you are using the Desktop version of our software: Click on Forms in the upper right of your screen. Find the relevant form on the left-hand side of your screen in the Forms in My Return list. Click on the form. Click Delete Form button at the bottom of the screen. Click Yes to confirm you want to delete.

Try deleting the form and added back again. I just tried it and it’s working fine.   To go to Farm Income:   Go to Search Type Farm income Click the Jump to farm income link The next screen should show you the farm entry Click on Delete On the delete confirmation screen click Yes  

They are working on a fix to the education section, particularly inputting expenses for a 529 distribution.  The last report said before the last weekend, but that didn't happen.    What OBBBA  benefit are you expecting to get? The One Big Beautiful Bill Act (OBBBA) significantly expands 529 plan (QTP) usage, effective July 5, 2025, by doubling the annual K-12 tuition withdrawal limit to $20,000 and broadening qualified expenses to include curriculum materials, tutoring, online tools, and disability-related therapies. These enhancements also cover postsecondary credentialing and, starting in 2026, enable permanent, tax-free rollovers to ABLE accounts

The IRS wants to standardize reporting of digital asset.  IRS form 1099-DA is an attempt towards that end.   This IRS website states:   Form 1099-DA, Digital Asset Proceeds From Broker Transactions, is used by brokers to report proceeds from (and in some cases, basis for) digital asset dispositions to you and the IRS.   Whether or not you receive a Form 1099-DA, you must report all income, gains and losses from digital asset transactions on your federal income tax return.   In addition, the website also states:   Use the form and your other records to report your income on your tax return.  You must calculate basis before you file your tax return.   @cpharrison07 

Given the scenario you described and the fact that the rental was paid in full until the trailer was delivered, it would make sense to allocate the income from the refund to state B.  If you had not traveled to state B, there would be no income derived from the refund.

Please clarify Are you trying to delete something in your active tax return (Tax Year 2025) ? If yes, have you filed that return yet? If no, are you trying to delete a document from a prior tax year which you previously filed using TurboTax?   

Thanks for the reply.  I think I figured it out, instead of asking "how do I enter capital loss carry over" which results in a lot of prose, I needed to simply ask "capital loss carry over" to get a specific link to the TurboTax entry form.   Once there, you are correct in that the carry over had to be entered on my 2024 return.  Thanks again   

You may be able to resolve this experience by deleting the QBI worksheet for your business. Please follow these steps:   If you are using TurboTax Online: Login to TurboTax and click on Continue your return to get into the prep section. Click on Tax Tools in the left column. Click on Tools. In the list at the bottom, click on Delete a form.  Find "Qualified Business Income Component wkst [name of business]" Click Delete next to the form. Click Delete Selected Form to confirm deletion. Go back to your return and run Review again to be sure the message is gone. If you qualify for QBI, go back to your self-employment business and answer the QBI questions again then run Review. Otherwise, skip this step. You should now be able to e-file. If you are using the Desktop version of our software: Click on Forms in the upper right of your screen. Find the relevant form on the left-hand side of your screen in the Forms in My Return list. Click on the form. Click Delete Form button at the bottom of the screen. Click Yes to confirm you want to delete.  

I wouldn't suggest taking the position of treating them as gambling winnings and losses. Gambling losses can only be deducted if you itemize your deductions on Schedule A and you can only deduct losses up to the total amount of winnings you report.    If you want it to properly calculate and consider the losses against the Robinhood stock gains, you would have to enter Kalshi in a similar manner as your Robinhood gains and losses.

You say your Son is being claimed as NC dependent. As the other reply said, the first thing we need to do is verify that you are allowed to that.  You probably can.  Almost all college age students continue to be their parent's dependent, even if attending  school out of state.   There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. The support test is different for each type. The support test, for a QC, is only that the child didn't provide more than half his own support. The support test for a Qualifying Relative is that the taxpayer provided more than half the relative's support. A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if: He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation He lived with the parent (including temporary absences such as away at school) for more than half the year.  Staying over, for work, for the summer break, makes that a little less clear. But the general rule is, his primary purpose, for being there,  is still for school.  Depending on other details of his living conditions and his intent, he is probably considered as temporarily absent, from your home, and is still your dependent.    So, it doesn't matter how much he earned. What matters is how much he spent on support. Money he put into savings does not count as support he spent on himself. The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants, even if he only comes home for short visits.  The IRS has a worksheet that can be used to help with the support calculation. See: http://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf   So, if he is still your dependent, he files a non resident MA tax return, to pay tax on his MA  income.  He files a resident NC return, reporting all his income, including the MA wages. NC gives him a credit, or partial credit, for the tax paid to MA.  So, there is seldom any double taxation. 

You are correct the link isn't working. Here are the instructions to enter Jury Duty pay in TurboTax:   Here's how to enter your jury duty pay in TurboTax: Navigate to the jury duty pay section: TurboTax Online/Mobile: Go to the jury duty pay screen under Wages & Income. TurboTax Desktop: Go to Federal Taxes. Go to Wages & Income.  If asked How do you want to enter…?, select I’ll choose what I work on. Under Less Common Income, select Start or Update next to Jury Duty. Follow the onscreen instructions. What about mileage pay? Don't enter your mileage reimbursement if you received it separately from your jury duty service payment. If mileage is included in your pay (in other words, you received a single payment for jury duty and mileage), enter your total on the Jury duty pay screen.     @mcdiver0 

You can apply your 2025 tax refund to next year's tax by following these steps:   In TurboTax Online, open your tax return Click on Federal in the left-hand column, then Other Tax Situations Continue until you arrive at the page titled Do any of these uncommon situations apply to you? On the question Do you want to apply your refund to next year's return?  Click on Yes, we want to On the Uncommon tax situations page, click Start next to Apply refund to next year You can then enter the amount of this year's refund to apply to net year's taxes